Avalon Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,100,000
Clients
26
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$311,538
About
Avalon Wealth Partners provides discretionary asset management, financial planning and consulting to individuals, high‑net‑worth clients, and business entities. The firm offers ongoing portfolio management, prepares full financial plans or targeted consultations, and facilitates implementation through third‑party managers when appropriate.
Avalon employs a range of analytical methods — including fundamental, technical, charting, cyclical analysis and Monte Carlo planning — to tailor asset allocation and investment strategies to each client’s goals and risk tolerance, and it conducts periodic (typically quarterly) account reviews. The firm commonly charges asset‑based advisory fees and may place client assets with recommended sub‑advisors or third‑party managers (TPMs), while retaining oversight of those relationships.
What distinguishes Avalon from many peers is its formal affiliation with other registered investment advisers and with an affiliated insurance business; the firm discloses that it receives referral fees from TPMs and that the affiliated insurance activity represents a material portion of advisory personnel time and generates commission compensation. Avalon also retains authority to hire, terminate, and in some cases grant full discretionary authority to sub‑advisors, and it discloses these referral and affiliation arrangements as potential conflicts mitigated by disclosure and its fiduciary policies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Cash flow / budgeting
Retirement income strategy
Tax-loss harvesting
Fee options
Financial planning flat fee between $2,500 and $5,000
1.35% annually
Commission on insurance products sold by investment advisor representatives as licensed insurance agents
$250 per hour for financial planning services
Account minimum: $50,000
Main office location
Avalon Wealth Partners
1671 W. Horizon Ridge Pkwy, Suite 211
Henderson NV 89012, United States
Number of offices
1
Most active in
Avalon Wealth Partners has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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